LA
SUNB

LFL Advisers’s Sunbelt Rentals Holdings SUNB Stock Holding History

LFL Advisers’s Portfolio SUNB Stock Details SUNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.3M Sell
539,054
-120,829
-18% -$9.06M 10.78% 5
2026
Q1 		$42.7M Buy
+659,883
New +$46.3M 12.83% 3

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LFL Advisers's SUNB Position: Q2 2026 in Review

LFL Advisers reduced its Sunbelt Rentals Holdings (SUNB) stake by 18% in Q2 2026, selling an estimated $9.06M and leaving 539,054 shares worth $40.3M. The position accounts for 10.78% of the portfolio, ranked #5.

LFL Advisers first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $42.7M in Q1 2026. 491 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • LFL Advisers held 539,054 shares of Sunbelt Rentals Holdings worth $40.3M as of Q2 2026.
  • LFL Advisers sold 120,829 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $9.06M.
  • Sunbelt Rentals Holdings made up 10.78% of LFL Advisers's portfolio in Q2 2026, its #5 holding.
  • LFL Advisers first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • LFL Advisers's Sunbelt Rentals Holdings position peaked at $42.7M in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on LFL Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.